Defined Benefit (Pension) · DOL Form 5500 · 2024

Southwest Ohio Ent Specialists, Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
119
Participants Small participant base
42nd
Percentile by assets National rank
$43,276
Avg per participant Low balance/head
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Official DOL plan name: Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan · Sponsored by Southwest Ohio Ent Specialists, Inc. · Ohio · Healthcare & Social Assistance

$5M in assets, 119 participants

Southwest Ohio Ent Specialists, Inc.'s Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan reported $5M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,727 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan covers 119 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $5M.

#7,727
in Healthcare & Social Assistance (16,916 peers)
+21.5%
assets growth YoY

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,149,885 42nd percentile higher than 42% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan reported net income fell from $2M in the plan year 2023 filing to $911K in the plan year 2024 filing.
  • Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan reported participants rose from 115 in the plan year 2023 filing to 119 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 310644802 · Southwest Ohio Ent Specialists, Inc. PY 2024 · Defined Benefit (Pension)

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan · $5M · 119 · 42nd

  • EBSA $5M
  • EBSA 119
  • EBSA 42nd
  • EBSA Defined Benefit (Pension)
  • EBSA near Metal Management Aerospace, Inc. Retirement Plan
  • EBSA ind #7727

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan in the asset neighbourhood

Retina Consultants of Al, PC Cash Balance PlanRetina Consultants of Al, PC…$5MOxychem Alkali Pension Plan for Hourly-Rated EmployeesOxychem Alkali Pension Plan …$5MSouthwest Ohio Ent Specialists, Inc. Cash Balance Pension PlanSouthwest Ohio Ent Specialis…$5MMetal Management Aerospace, Inc. Retirement PlanMetal Management Aerospace, …$5MInternational Association of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension FundInternational Association of…$5M
End-of-year total assets ($M) among Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$911K
Employer EIN310644802
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Ohio Ent Specialists, Inc.)

Sponsor-wide plan assets over time

All Southwest Ohio Ent Specialists, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 58.038675073854094% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.1M $35M ▲ +58.0%
Year Plans Participants Total Assets
2022 2 250 $22M
2023 2 231 $29M
2024 2 238 $35M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan, Total assets ($B): 0.005149885 · Participants: 119Southwest Ohio Ent Specialists, Inc. Cash Balance Pension PlanGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan side-by-side with 3 peers →

Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Metal Management Aerospace, Inc. Retirement Plan in IL ($5M); by covered participants it is Signature Healthcare Retirement Plan in MA (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan assets move in 2024? ▼
Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan grew sharply - up 21.5% during 2024, from $4M to $5M. Reported net income was $911K.
How have Southwest Ohio Ent Specialists, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Ohio Ent Specialists, Inc.'s sponsor-wide assets grew 58.0%, from $22M to $35M.
Which Defined Benefit (Pension) plans are similar in size to Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Metal Management Aerospace, Inc. Retirement Plan in IL ($5M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Signature Healthcare Retirement Plan in MA (119 participants, $56M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 310644802.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.